Below is the final product of our dashboard
The following steps will instruct you on how to recreate the dashboard from start to finish.
We will start by opening Qlik Sense.
1. Click "Create New App"
2. Name the application, we named it "Marketing Conversions"
3. Click "Create" and then click "Open App"
This step will show you how to connect to your data source. In this case we will be connecting to SQL Server Management Studios through an OLE DB connection.
1. Click "Add Data From Files and Other Sources"
2. Click "OLE DB" as your source
3. Connect to your SQL Server Management Studio Server
4. Provide your server name as the "Data Source"
5. Enter your security information or select " Windows Integrated Security"
6. Test the connection. Make sure the connection is successful
7. Click "Create"
This step will show you how to utilize the powerful Qlik Sense ETL tool in order to load your data into your app.
1. Select the "Data Warehouse" database and have the owner set to "DBO"
2. Select all the Dimension and Fact tables
3. Once loaded, Click "Add Data"
We will create associations, or relationships, between the tables that we utilize for our marketing dashboard.
1. Drag the dimension tables to the Fact table to create associations
2. Make sure the associations are matched with the proper Serial Key. Below are the associations.
You have now created a Qlik Sense solution utilizing the on-board ETL tool.